Coeus Capital Management LLC
Plan context: Coeus Capital Management LLC Incentive Savings Trust
EIN 20-4437830 • Greenwich, CT • 5 filings • 1 plans
Current Snapshot
Latest Year
2010
2010 Participants
8
2010 Assets
$653,047
2010 Contributions
$73,186
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2010 | 1 | 0 | $0 | $0 | - |
| Coeus Capital Management LLC Incentive Savings Trust | - | 0 | $0 | - | - |
| 2009 | 1 | 8 | $653,047 | $73,186 | $9,148iApproximate average salary by contribution assumption: employee only about $228,706 at 4% or $152,471 at 6%; with 50% employer match about $152,471 at 4% or $101,647 at 6%; with 100% employer match about $114,353 at 4% or $76,235 at 6%. |
| Coeus Capital Management LLC Incentive Savings Trust | - | 8 | $653,047 | $73,186 | $9,148iApproximate average salary by contribution assumption: employee only about $228,706 at 4% or $152,471 at 6%; with 50% employer match about $152,471 at 4% or $101,647 at 6%; with 100% employer match about $114,353 at 4% or $76,235 at 6%. |
| 2008 | 1 | 12 | $502,902 | $207,913 | $17,326iApproximate average salary by contribution assumption: employee only about $433,152 at 4% or $288,768 at 6%; with 50% employer match about $288,768 at 4% or $192,512 at 6%; with 100% employer match about $216,576 at 4% or $144,384 at 6%. |
| Coeus Capital Management LLC Incentive Savings Trust | - | 12 | $502,902 | $207,913 | $17,326iApproximate average salary by contribution assumption: employee only about $433,152 at 4% or $288,768 at 6%; with 50% employer match about $288,768 at 4% or $192,512 at 6%; with 100% employer match about $216,576 at 4% or $144,384 at 6%. |
| 2007 | 1 | 9 | $425,151 | $67,250 | $7,472iApproximate average salary by contribution assumption: employee only about $186,806 at 4% or $124,537 at 6%; with 50% employer match about $124,537 at 4% or $83,025 at 6%; with 100% employer match about $93,403 at 4% or $62,269 at 6%. |
| Coeus Capital Management LLC Incentive Savings Trust | - | 9 | $425,151 | $67,250 | $7,472iApproximate average salary by contribution assumption: employee only about $186,806 at 4% or $124,537 at 6%; with 50% employer match about $124,537 at 4% or $83,025 at 6%; with 100% employer match about $93,403 at 4% or $62,269 at 6%. |
| 2006 | 1 | 7 | $278,916 | $275,193 | $39,313iApproximate average salary by contribution assumption: employee only about $982,832 at 4% or $655,221 at 6%; with 50% employer match about $655,221 at 4% or $436,814 at 6%; with 100% employer match about $491,416 at 4% or $327,611 at 6%. |
| Coeus Capital Management LLC Incentive Savings Trust | - | 7 | $278,916 | $275,193 | $39,313iApproximate average salary by contribution assumption: employee only about $982,832 at 4% or $655,221 at 6%; with 50% employer match about $655,221 at 4% or $436,814 at 6%; with 100% employer match about $491,416 at 4% or $327,611 at 6%. |